Custom Reports Tab lets to apply custom numerical analysis to the trade orders made by Strategies on one symbol or to the portfolio.

You can create your own Report Indicators that will do required calculations.

 

 

Report Presets are used to Custom Reports and their style.

 

To load Custom Report preset

1. Initial Custom Reports Tab view when no Custom Report is loaded:

   

2. Select preset from Select preset list.

 

To create Custom Report

1. Click Add button. 
2. Enter new Chart Preset name in the Create Preset dialog:

    

3. New Custom Report will be created:

    

4. Use Browser to drag-and-drop required Report Indicators onto the chart:

    

5. Custom Report now should look like that (added TestReportIndicatorFormat Report Indicator):

    

6. Apply additional Report Indicatrors (if required) to the newly created Custom Report.
7. You can access Report Indicatror properties and parameters by double-cliking on it. Edit them in the Properties window. See Properties Window Topic.

 

To edit Custom Report Preset

1. Load Custom Report Preset you want to edit (if it is not loaded already).
2. Click Edit button. 
3. Edit button becomes red.
4. You can can apply Report Indicatrors and edit their properties and parameters by double-cliking on it. Edit them in the Properties window. See Properties Window Topic.

 

To remove Custom Report Preset

1. Click Remove button.
2. Click Yes in the confirmation dialog.

 

You can also Rename and Copy presets by using additional actions submenu available by pressing button.

 

See also Exporting Report.